Conference Schedule

= Exhibitor Workshop

Opening Day — Thursday, November 8
11:00 a.m. - 4:00 p.m.	Registration
1:00 - 1:30 p.m.	Opening Ceremony & Ice Cream Social—Exhibit Hall Ice cream and words of welcome await you at the 2007 Investor Conference Opening Ceremony.
1:45 - 2:45 p.m.	Investment Strategies That Work in Both Bull and Bear Markets Dr. Leonard Goodall, editor, No-Load Portfolios More Details
	AAII Shadow Stock Portfolio: From Theory to Practical Application John Bajkowski, AAII senior financial analyst More Details
	Barron’s View of the Market Steven M. Sears, senior special writer, Barron’s More Details
	ETFs for Everyone: Growth and Income Strategies Using Exchange-Traded Funds Jim Lowell, Forbes investment columnist and editor-in-chief of Jim Lowell's Forbes ETF Advisor More Details
	What Individual Investors Need to Know About Futures Trading Larry Dyekman, director of communications & education at the National Futures Association More Details
	Using REITs for Portfolio Diversification, Reduced Risk and Higher Returns Robert Valero, vice president of investor relations at the National Association of Real Estate Investment Trusts (NAREIT) More Details
	The Investor’s Advocate: The SEC’s Role in Protecting Investors Jack McCreery, senior counsel, U.S. Securities and Exchange Commission More Details
3:00 - 4:00 p.m.	Making the Right Stock & Mutual Fund Decisions Don Phillips, managing director, Morningstar, Inc. More Details
	Stock Valuation and Stock Market Cycles Dr. Bart DiLiddo, founder, CEO, VectorVest More Details
	Introduction to Stock Investor Pro Wayne A. Thorp, CFA, editor, Computerized Investing, AAII More Details
	Making the Most of Barron's and Barron's Online Michael Ahern, vice president of operations, Barron's Magazine More Details
	How Quality and Value Builds Capital and Income While Protecting Principal Kelley Wright, managing editor of Investment Quality Trends More Details
	Catching Winners Early—The Oberweis Method Jeff Batterson, CFP, financial consultant at Oberweis Securities More Details
	High Dividends From Investments in Hospital Real Estate Steve Hamner, chief financial officer of Medical Properties Trust More Details
4:15 - 5:30 p.m.	Best Strategies: From ETFs & Emerging Markets to Value Stocks, Yield and Nanotech Investments Panel Moderator: Matt Schifrin, vice president & editor, Forbes Newsletter Group. Forbes panel experts include: Josh Wolfe, Richard Lehmann, Jim Lowell, John Buckingham, Nikhil Hutheesing, and John Christy. More Details

Friday, November 9
7:30 - 8:30 a.m.	Registration & Continental Breakfast—Exhibit Hall
8:30 - 9:45 a.m.	Beating the Yield Chasers Roger Conrad, editor, Utility Forecaster More Details
	Retirement Spending Maria Crawford Scott, editor, AAII Journal More Details
	Corporate Profits and Stock Prices John Dessauer, president, John Dessauer Investments More Details
	Investing for Income Through Diversification Richard Lehmann, president of Income Securities Advisor, Inc. at Forbes More Details
	Finding Value in Tech Stocks John Buckingham of Al Frank Asset Management More Details
	Powerful Techniques for Building Wealth and Financial Independence Steve Wheeler, CEO of NaviTrader, Inc. More Details
	Big Pharma, Drug Delivery, Speciality Pharma, Generics-What's The Difference? Cathy Biffignani, vice president of investor relations at KV Pharmaceutical Co. More Details
10:30 - 11:45 a.m.	Introduction to AAII.com Cara Scatizzi, AAII’s associate financial analyst More Details
	Risk 101: How Much Risk Is in Your Portfolio? Jason Mirsky, director of wealth management, RiskMetrics Group More Details
	Invest Using the Strategies of Wall Street Legends John Reese, CEO & founder, Validea.com & Validea Capital More Details
	Covered Calls and Income Strategies Jim Bittman, instructor at the Options Industry Council More Details
	10 Must Follow Rules for Consistent Profits in the Stock Market Michael K. Turner, president & CEO of Turner Trends, Inc. More Details
	International Investing and ADRs (American Depositary Receipts) Friederike Edelmann, director of investor relations at SAP Global Marketing, Inc. More Details
	Safe and Growing Dividends Chris Barry, vice president of corporate communications at National Retail Properties More Details
12:00 - 1:30 p.m.	Keynote Luncheon Presentation Steve Forbes, president and CEO of Forbes Magazine "The Economy and the Financial Markets—What’s Next?" More Details
2:15 - 3:30 p.m.	Screening: The First Step to Finding a Winning Stock John Bajkowski, vice president, senior financial analyst, AAII More Details
	Going It Alone on Wall Street Lauren Rudd, CEO, Savannah Capital Management More Details
	Value Investing the Al Frank Way John Buckingham, president, CPM; and editor, The Prudent Speculator More Details
	How to Pick Stocks Bart DiLiddo, founder and CEO of VectorVest More Details
	Momentum Investing Using CAN SLIM Fred Richards, president of Adrich Corp. More Details
	Income Investing: Safety and High Income Through Diversification Carol Merriman, vice president of investor relations & corporate development at Lexington Realty Trust More Details
	DIY Risk Management Jason Mirsky, director of wealth managementat RiskMetrics Group More Details
3:45 - 5:00 p.m.	Lessons Learned From Three Decades of Tracking Investment Newsletters Mark Hulbert, editor, Hulbert Financial Digest More Details
	The Investor’s Advocate: The SEC’s Role in Protecting Investors Jack McCreery, senior counsel, U.S. Securities and Exchange Commission More Details
	The Market Is Changing—Are You? Laszlo Birinyi, president, Birinyi Associates, Inc. More Details
	Making the Most of Your Money Jonathan Pond, president, Financial Planning Information, Inc. More Details
	A Simple Way to Buy Low and Sell High Angel Clark of VectorVest More Details
	Managed Futures as Part of the Alternative Investment Universe Jack Bouroudjian, principal at Brewer Investment Group More Details
	RISK: How to Tame It With Stock Selection and Alternative Investments Troy C. Patton, CPA and fund manager at Archer Investment Corp. More Details
	BP: Fueling the World's Possibilities Mary Jane Klocke, director of retail shareholder marketing at BP PLC More Details
5:00 - 6:00 p.m.	Welcome Reception—Exhibit Hall Join fellow members, speakers and AAII staff Friday evening at our annual Welcome Reception for complimentary beer, wine and hors d’oeuvres. It’s a great way to unwind after a fact-filled day of investment ideas and education.

Closing Day — Saturday, November 10
8:30 - 9:00 a.m.	Continental Breakfast—Exhibit Hall
9:00 - 10:15 a.m.	Business Cycles, Market Cycles and Stock Sectors George Dagnino, chairman, Peter Dag & Associates, Inc. More Details
	What’s New in Small-Cap Investing? John Deysher, president, Pinnacle Value Fund More Details
	Stocks, Bonds or Crash—Outlook 2008 Sam Stovall, chief investment strategist, Standard & Poor’s More Details
	Using Options to Accomplish Your Investment Goals Steven M. Sears, senior special writer at Barron's More Details
	Small-Cap Stocks: The RedChip Selection Criteria, Minimizing Risks and Understanding Wall Street Neglect Dave Gentry, president and CEO of RedChip Companies, LLC More Details
	Investing in Common Stocks: Where to Look and What to Pay Anthony Muhlenkamp, executive vice president in the client service department at Muhlenkamp & Company More Details
	TreasuryDirect: The Ins and Outs of U.S. Treasury Securities Diane Thomas, program analyst at the U.S. Treasury Dept. More Details
11:15 - 12:30 p.m.	Achieving Profit Consistency in the Stock Market Robert F. Drach & Robert B. Drach, founder & research advisor, Drach Market Research More Details
	Bonds for Your Portfolio: Deciding,“Yes...or No” Jim Lebenthal, co-founder, Alexandra & James Co. More Details
	Disruptive Investing: Separating Hype, Hope and Homeruns in the Emerging Fields From Nanotech to Cleantech Josh Wolfe, editor, Forbes/Wolfe Nanotech Report More Details
	ETFs: Everything You Wanted to Know But Were Afraid to Ask Jim Simpson, vice president of institutional sales at XShares Advisors, Inc. More Details
	Sector Investing Strategies Using Old Wall Street Sayings Sam Stovall, chief investment strategist at Standard & Poor's More Details
	Alternative Investment Diversification: Doubling Your Returns While Lowering Your Market Risk David Johnson, managing director of Global Capital Investments More Details
	Closed-End Funds — What's Old is New Again Michael Tinati, Adam's Express More Details